save as template does not appear as an option

Question

The save as template does not appear as an option for me.

Alexandre.Augusto · Accepted Answer

Hello, @Robinson BradshawYou are welcome to the Docusign Community!By default, an user with DS Sender permissions can use a template, but cannot create one so saving as a template will not be available.Ask to your eSignature Admin to create a customized Permission Profile for a DS Sender with Template’s creation permissions then add your user on this new Permission Profile.Let me know if I answered your question!Best,Alexandre

nathaly.monge · Answer

Hello @Robinson Bradshaw,If you found the providedresponse to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.Best regards,Nathaly | Docusign Community Moderator"Select as Best" below if you find the answer a valid solution to your issue!

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